Category Archives: Debug

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »

How to change the status of multiple work orders at once.

In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production team, outlining the necessary tasks, resources, and timelines to complete the manufacturing process. After running MRP and checking Enterprise planning,… Read More »

How to add a field in data model designer in SEI

In this blog, we’ll explore the step-by-step process of creating data models, linking tables, adding fields. Once the tables have been added and linked, fields can be added to the Data Model. Click on the  to open the Fields. Right-click on the Field to access to these options: Fig. 1. Add column Note: Fields can… Read More »

How to Install Microsoft Excel add-in in Sage X3

Sage X3 has an accompanying Excel add-in that you can use to export data from grids in Sage X3 into a Microsoft Excel spreadsheet. In this blog, we will run through the steps involved in installing the add-in and using it for a simple export. Integrating an Excel add-in with Sage X3 can be a… Read More »

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »

How to Use Conditional Formatting in Sage X3

Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »

How to make use of Sage X3 dashboard to display data from other tables

Retrieving data from a single table for the Sage X3 dashboard is straightforward. However, if you require data from multiple tables or linked tables, attempting to add a field from those tables triggers an error message: “Standard Query ‘QUERY_CODE’: Links not possible.” In our recent blog post, we’ve provided a clear solution to address this… Read More »

How to get notification if an user deletes a Sales order in Sage X3

In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »

Positive Pay File Generation Functionality in Sage X3

Positive Pay is a banking service designed to mitigate check fraud risks. Customers of the bank provide a file containing account numbers, check numbers, and corresponding dollar amounts for each check. If a check is presented for payment but is not listed in this file, the bank will refrain from processing the payment and will… Read More »